Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
4.64%
6 Months
11.19%
20.32%
1 Year
4.47%
29.93%
3 Years
14.82%
—
5 Years
12.64%
—
Since Inception
13.38%
15.24%
Fund Age
19 yrs
1 yr 9 mo
AUM
₹1,249 Cr
₹3.17 Cr
Alpha – 1 Year
4.82%
25.21%
Alpha – 3 Years
5.82%
—
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
21.24%
24.54%
Volatility – 3 Years
17.51%
—
Beta – 1 Year
1.09
1.19
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.05
0.97
Sharpe Ratio – 3 Years
0.69
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−12.48%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
L 28% · M 19% · S 50%
Number of Stocks
25
36
Portfolio P/E
—
71.00
Top 5 Holdings
—
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –